how to find constituents that used a promo code

Hi @sheila kalhorn! So I may have not great news for you. You can do parts of this, but I don't think you can see exactly what you're wanting to see.

What you cannot do is run a query to see which Promo Code was used with a particular Sales Order (which also means you can't see which constituent used a specific promo code). Blackbaud is aware of this issue and is encouraging people to vote on for a fix on the Ideas page. Personally, I find that aggravating that they acknowledge it's broken and then, instead of fixing it (which I know is easier said than done), they send us to an Idea from 2016. But that's my rant on that.

Here is what you can do:

• You can see what Discount was used on a Sales Order. So if you have only one Promo Code per Discount, then you're actually in good shape.
  • Here's a knowledgebase article on how to do that:
    https://kb.blackbaud.com/knowledgebase/articles/Article/69479
  • Here's a knowledgebase article for how to pull membership promotions (in case that's more your focus):
    https://kb.blackbaud.com/knowledgebase/articles/Article/68037
    
• You can go over to the Sales tab. There is a report called Discount. Change the Group By setting to Discount. This will show you how many times a Discount was used in a time period. And under each discount, it'll show how often the Promo Code was used. So you can measure a Promo Codes popularity. You just can't tie it specifically to a constituent.